See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,738 | $100,754-25.8% | $86,677-13.8% | $134,475-44.4% |
| Participation rate | 56.5% | 78.9%-22.4pp | 76.6%-20.1pp | 81.2%-24.7pp |
| Annual return | -11.26% | 29.04%-40.3pp | 35.91%-47.2pp | 417.96%-429.2pp |
| Employer contribution / active EE | $1,087 | $3,489-68.8% | $2,836-61.7% | $4,740-77.1% |
| Participant deferral / active EE | $1,453 | $5,338-72.8% | $4,656-68.8% | $6,400-77.3% |
| Admin fee / account holder | $27,752 | $10,926+154.0% | $7,493+270.4% | $11,426+142.9% |